Edward Jones - Estate Planning Essential for Retirees and Business Owners
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Organized by: Brad Gallant CIWM,PFP - Financial Advisor — https://www.eventbrite.com/o/121802960869
Join us for tips on securing your legacy with estate planning essentials for retirees and biz owners!
Seating Is Limited Edward Jones - Estate Planning Essentials
This is an in-person event and seating is limited. Advance registration is required.
What You'll Learn
The essential estate planning documents every adult should have
Common estate planning mistakes and how to avoid them
How wills, powers of attorney, and healthcare directives work together
The importance of beneficiary designations and keeping them up to date
Strategies to help transfer wealth efficiently to the next generation
How to reduce stress and uncertainty for your loved ones
Key considerations for blended families, business owners, and retirees
Practical steps to help ensure your wishes are carried out
Join us for tips on securing your legacy with estate planning essentials for retirees and biz owners!
Seating Is Limited Edward Jones - Estate Planning Essentials
This is an in-person event and seating is limited. Advance registration is required.
What You'll Learn
The essential estate planning documents every adult should have
Common estate planning mistakes and how to avoid them
How wills, powers of attorney, and healthcare directives work together
The importance of beneficiary designations and keeping them up to date
Strategies to help transfer wealth efficiently to the next generation
How to reduce stress and uncertainty for your loved ones
Key considerations for blended families, business owners, and retirees
Practical steps to help ensure your wishes are carried out
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Where is it happening?
200 Summerhill Row, 200 Summerhill Row, Fredericton, NB E3G 0C4, CA, Canada
Event Location & Nearby Stays:
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